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My Ideas: Reports

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Re-instate the Product Code column in the P&L report drill down

When a P&L report produces "Unassigned" items and you click through to the report, you get a list of all items, not just the unassigned ones. You used to get a column in the report showing the product code as well which then makes it easy to i...
William Garton-Jones over 6 years ago in IRIS KashFlow / Reports 1 Acknowledged

You can see the break down of the purchase codes in the Expenditure by Sub Purchase Code however this report is not available for the sales codes.

You should be able to see this for both the Sales and Purchases.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Description field on Prepayments and Accruals list

add the description line to the list generated by the prepayments and accruals report so we can see what the invoice relates to.
Anonymous over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Profit & Loss reports - select a DEFAULT reporting period

Whenever I run a P&L report - the default offering is "this year". I always have to change it to "this accounting period". I would guess that "accounting periods" are more commonly used than calendar years. - of course, you may have some bette...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Vat on balance sheet shown as one figure

It appears that unless you run a vat report you cannot show the Vat liability as one figure on the balance sheet unless you journal the input, output and liability nominals into one. It shows input vat in current assets and output vat in current l...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Global Report Download

The download to CSV need to include the two dates fields - Project Dates are a important factor of projects.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

LIST OF QUOTES ISSUED TO BE DOWNLOADABLE INTO EXCEL

It would be useful to be able to download the list of quotes issued into n excel spreadsheet so that staff without excel access are able to follow them up. Preferably to include customer name,address, contact phone/email which are not shown on pre...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Export/Report All Line Items from All Recurring Invoices

This would help with reporting and forecasting for renewable items and also cross checking with suppliers. Making sure that every supplier invoice is getting billed when sold onto a customer. Helps to avoid any missing recharged expenses.
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Make reports printable

Essential reports like Nominal Ledger history/activity - more than one page long, can only be printed from CSV file - and only after a lot of editing and layout changes. This is a basic report which needs printing in legible easy format, and shoul...
Nikki Fothergill almost 7 years ago in IRIS KashFlow / Reports 1 Already exists

Profit & Loss, Reporting by Customer

The projects ability within Kashflow accounting is good and it enables to drill down project-by-project, the profit and loss accounts etc. The same functionality would be great for customers providing the ability to drill down the profit & los...
Guest almost 7 years ago in IRIS KashFlow / Reports 0 Acknowledged